Now viewing articles in the category Articles.

  • Talking Points of the Week for Financial Advisors (6/29)

    June 29th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (6/22)

    June 22nd, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (6/15)

    June 15th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (6/8)

    June 8th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (6/1)

    June 1st, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (5/26)

    May 26th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (5/18)

    May 18th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (5/11)

    May 11th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (5/4)

    May 4th, 2020 by Nyle Bayer


    As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (4/27)

    April 27th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (4/20)

    April 20th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Dear Financial Advisor - An Open Letter

    April 13th, 2020 by Matt Miller


    Financial Advisors are absorbing the anxiety of hundreds of households during an economic collapse caused by a health crisis. I'm worried about you, Mr./Ms. Financial Advisor, and here is why.

    Read More

  • Talking Points of the Week for Financial Advisors (4/13)

    April 13th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (4/6)

    April 6th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (3/30)

    March 30th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (3/23)

    March 23rd, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • What Happens When Bond Funds Trade Below NAV?

    March 20th, 2020 by Nyle Bayer


    The price of ETFs and their index has become dislocated. We examine this phenomenon and answer the following questions - What causes the dislocation to occur? Has it ever happened before? Is there a loss of return? What are the impacts?

    Read More

  • Talking Points of the Week for Financial Advisors (3/16)

    March 16th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (3/9)

    March 9th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (3/2)

    March 2nd, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (2/17)

    February 17th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (2/24)

    February 17th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (2/10)

    February 10th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (2/3)

    February 3rd, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • How to Invest During an Outbreak

    January 28th, 2020 by Nyle Bayer


    At Helios, our goal is to use data to shape our approach to investing. We do this because the world is an unpredictable place that can deceive us to make decisions that do not result in our desired outcome. Today, we take a look at the very real threat of the Coronavirus as well as other past viral outbreaks, to determine the potential impacts of the virus on the markets.

    Read More

  • Talking Points of the Week for Financial Advisors (1/27)

    January 27th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • Talking Points of the Week for Financial Advisors (1/20)

    January 20th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

  • What the 2010s Taught Us About Investing During Military Conflicts

    January 9th, 2020 by Nyle Bayer


    With tensions mounting between the US and Iran, how should investors approach the market during military conflicts? Here is what the 2010s taught us about separating the noise from the signals.

    Read More

  • Don’t Look Down: Investing at All-Time Highs

    December 19th, 2019 by Nyle Bayer


    We hear it all the time, "this is the top!" Investors tend to get antsy when markets reach new highs. However, is their anxiety warranted? Here our CMO, Nyle Bayer, takes a look at the data to determine whether ATHs are a data point worth its weight in page clicks.

    Read More

  • S&P 500 Sector Correlation – Line Chart Animation

    December 18th, 2019 by Nyle Bayer


    We've created this animated visual of the S&P 500 sector correlation and provided context around what it means and what its potential impacts may be.

    Read More

  • There's only one way to leave your emotions out of investing: algorithms

    June 27th, 2019 by Matt Miller


    Do you know what the average amount of time a user spends on a webpage?   15 seconds.  If you narrow that down, the filter from webpages to articles alone, one in three readers spend less than 15 seconds reading.....

    Read More

  • Long-Run Market Expectations

    May 9th, 2019 by Nyle Bayer


    Nyle Bayer provides a brief framework of several mental models in which to create expectations for future returns. Here, Nyle touches on calculations used by the late Jack Bogle as well as HQRs strategy for dealing with an unknown future.

    Read More

  • Can the Past Predict the Future?

    March 12th, 2019 by Joe Mallen


    Three market events in recent memory come to mind when considering how the past influences the present. These disruptive events shaped how we view the markets today and for years to come.

    Read More

  • 3 Long-Term Portfolio Moves for Advisors in an Uncertain Market

    February 7th, 2019 by Joe Mallen


    The fourth quarter was brutal for the markets, and while you may want to put those challenges in the rear-view mirror, the primary drivers that caused the drastic market fall at the end of last year are still incredibly relevant right now:

    Read More

  • What You Should Know About the Yield Curve

    December 14th, 2018 by Joe Mallen


    There has been a lot of chatter in recent weeks about the potential for a looming recession, as the market sell-off and new lows for stocks incite panic. Market analysts have long pointed to a flattening yield curve as a telltale sign of a forthcoming recession. It’s true the yield curve is flattening right now, but does that mean a recession is imminent?  Not quite.

    Read More

  • What Basketball Can Teach Us About Money

    November 20th, 2018 by Chris Shuba


    I think basketball is a pretty easy game. Simply put, you put the ball in the basket as many times as you can until the game is over. It makes logical sense that to increase your chance of winning, you want to take as many layups as you can while minimizing your three-point shots, simply because you have a higher chance of making a layup and thus scoring more points to win. If the high-percentage layup isn’t an available shot, then you move further away from the basket until a shot can be taken.

    Read More

  • Market Volatility Is Normal: The Key Is to Not Be Distracted

    November 7th, 2018 by Joe Mallen


    Recent market volatility has been driving the headlines with the October pullback exceeding 7 percent and inciting some anxiety among individual investors. While this is a natural reaction, it’s vital for investors to remember there’s no need to panic. Markets will fluctuate, and it’s not unusual for 5 to 10 percent pullbacks to occur.

    Read More

Recent Articles

There are no articles posted this month.